SWM
SigFig Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Sell |
9,885
-943
| -9% | -$60K | 0.02% | 109 |
|
|
2025
Q1 | $662K | Sell |
10,828
-1,375
| -11% | -$84.1K | 0.02% | 100 |
|
|
2024
Q4 | $747K | Sell |
12,203
-143
| -1% | -$8.76K | 0.03% | 93 |
|
|
2024
Q3 | $770K | Sell |
12,346
-1,000
| -7% | -$62.4K | 0.03% | 93 |
|
|
2024
Q2 | $769K | Buy |
13,346
+1,385
| +12% | +$79.8K | 0.03% | 95 |
|
|
2024
Q1 | $694K | Buy |
11,961
+863
| +8% | +$50.1K | 0.03% | 102 |
|
|
2023
Q4 | $597K | Buy |
11,098
+1,474
| +15% | +$79.3K | 0.02% | 104 |
|
|
2023
Q3 | $477K | Buy |
9,624
+1,696
| +21% | +$84K | 0.02% | 102 |
|
|
2023
Q2 | $405K | Sell |
7,928
-282
| -3% | -$14.4K | 0.02% | 100 |
|
|
2023
Q1 | $410K | Buy |
8,210
+4,172
| +103% | +$209K | 0.02% | 90 |
|
|
2022
Q4 | $243K | Buy |
4,038
+32
| +0.8% | +$1.92K | 0.01% | 106 |
|
|
2022
Q3 | $216K | Buy |
+4,006
| New | +$216K | 0.01% | 97 |
|